+111.4%
XYZ vs VLTO
+56.1%
+55.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +3.1% |
| 7D | +14.9% | +2.0% | +12.9% | +13.7% |
| 30D | +14.7% | +21.8% | -7.1% | +2.6% |
| 3M | +12.1% | +20.2% | -8.1% | +1.1% |
| 6M | +18.3% | +36.3% | -18.0% | -1.3% |
| YTD | +36.1% | +18.8% | +17.2% | +23.2% |
| 1Y | +35.3% | +20.4% | +14.9% | +21.1% |
| 3Y | +73.5% | +71.9% | +1.6% | +17.6% |
| All | +111.4% | +56.1% | +55.2% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling